From Pressure to Purpose: helping families reclaim financial agency.
We created Infinite Legacy Collective to align our work with what matters most—trust, clarity, and purpose—so families and advisors can lead their financial decisions with confidence.
It's time to stop waiting for permission and start building the future on your terms.
Why Me?
I spent years at Ascendant Financial building a thriving practice-learning proven systems, mentoring teammates, and educating families and business owners about Infinite Banking.
When my dad passed in early 2023, everything changed. I did what I’ve always done: called my clients, listened, helped and realized I didn’t need a big brand behind me to create value. I was the brand.
The plan hasn’t changed: help families and business owners cut through the noise and put strategies that work into practice, guided by values, built for the long run.
How I Help
I help families, entrepreneurs, and advisors reclaim their financial power through clear plans, simple tools, and strategies that work so you can stop reacting to circumstances and start designing life on your terms. This is about restoring financial agency by replacing bank-dependent frameworks with your own banking strategies and processes.
I deliver this through customized policy design, capital-deployment roadmaps, and planning that serves across generations. It’s a living system, not just a service.
Who I serve spans incorporated professionals, family business owners, real-estate investors, faith-based families, and entrepreneurs. Depending on your context, we design Infinite Banking (IBC) strategies optimized for what you need most right now.
At the deepest level, what this means for you is freedom, clarity, and intentional living.
Outcomes
Clarity
Know what to do next
Ownership
Move from bank-dependent to client-owned
Momentum
Simple steps, compounding over time
Confidence
Make decisions you can stand behind
Our Process (At a Glance)
Fill intake form → confirm readiness
Discovery call → define goals & context
Design → policies, reserves, deployment
Ongoing support → track, adjust, repeat
